Keudell/Morrison Wealth Management’s Transocean RIG Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio RIG Stock Details RIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.9K	Hold	10,000	–	–	0.01%	255
2026 Q1	$66.3K	Hold	10,000	–	–	0.01%	241
2025 Q4	$41.3K	Buy	+10,000	New	+$38.8K	0.01%	232
2025 Q2	$38.9K	Buy	+15,000	New	+$38.7K	0.01%	228
2022 Q1	–	Sell	-10,752	Closed	-$30K	–	196
2021 Q4	$30K	Sell	10,752 -500	-4%	-$1.7K	0.01%	187
2021 Q3	$43K	Buy	+11,252	New	+$40.9K	0.02%	173

Other funds holding RIG

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Keudell/Morrison Wealth Management's RIG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Transocean (RIG) position steady in Q2 2026 at 10,000 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #255.

Keudell/Morrison Wealth Management first reported a position in RIG in Q3 2021 and has held it in 6 quarters since. The position peaked at $66.3K in Q1 2026. 72 funds tracked by Wall St. Rank hold RIG as of Q2 2026.

Keudell/Morrison Wealth Management held 10,000 shares of Transocean worth $48.9K as of Q2 2026.
Keudell/Morrison Wealth Management left its Transocean share count unchanged in Q2 2026.
Transocean made up 0.01% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #255 holding.
Keudell/Morrison Wealth Management first reported a position in Transocean in Q3 2021 and has held it in 6 quarters since.
Keudell/Morrison Wealth Management's Transocean position peaked at $66.3K in Q1 2026.
72 funds tracked by Wall St. Rank held Transocean as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.